Will the total amount of time that twitter's users spend watching videos on twitter (not via youtube embeds) exceed the total amount of time that youtube's users spend watching videos on youtube?
The contender will probably be called "X Video" or something, instead of "twitter", and this changes nothing. This is now a market about X Video.
Bonfirenetworks.org is a shockingly good piece of software and due to a subtle combination of features I expect it to displace twitter (and this knowledge is a great burden)
YouTube estimated total watchtime to be in the order of gigahours/day in 2017 and I doubt that's been recently decreasing: https://blog.youtube/news-and-events/you-know-whats-cool-billion-hours/
BBC reported estimates in 2021 that UK/US users daily watchtime/platform DAU was higher on TikTok than YouTube, though YouTube still dominates watchtime in total due to substantially higher DAU: https://www.bbc.com/news/technology-58464745
@nfd ...so a company that previously killed its video-sharing platform due to financial issues would need to substantially overcome not only two of its direct short-form content competitors, both with very deep network effects, on its way to beating the most entrenched long-or-shortform video sharing (i.e. deeply expensive to operate) platform in the world? And that company is currently dealing with heavy legal, financial, and PR issues? It's an uphill battle at best.
I don't think it's very likely, since the twitter userbase is currently smaller than the youtube userbase, and its main advantage would be positional rather than technical - it seems unlikely to me that anyone can far exceed youtube's recommender algorithm, and although there are some kinds of curation work that the algorithm cannot do as well as a twitterlike can, unless twitter has been censoring youtube links (quite probable!), it doesn't seem that way.
It's complicated, it could happen, idk yet.
A point in their favor: They have vine, they've said they're planning on bringing it back, youtube shorts seems to be, visionlessly, doing some trashy tiktok stuff, vine might come out as the stronger brand.